Episode 99: Bond Buybacks, Job Market Illusions & the Fed’s Standstill

This week on Drunk Real Estate, the crew tackles one of the biggest questions in the current economy: Can the government actually bring interest rates down—without the Fed’s help?

As the Treasury prepares for its first bond buyback program in over two decades, we unpack what that really means, how it differs from quantitative easing, and whether it’s a sign of quiet panic behind the scenes.

We also cover:
📉 Why the recent jobs report may be more illusion than strength
💼 600,000+ workers exiting the labor force—what it means for inflation
📊 The Fed vs. the Treasury: Who’s pulling the real economic levers?
🏢 The impact of all this on real estate, debt, and long-term investing
🤖 Plus: is AI the fix for the labor market... or a major risk?

As always, grab a drink and join us for unfiltered takes, sharp insights, and a brutally honest breakdown of where the economy is heading.

📩 Get our daily economic newsletter → http://dredaily.com
🧠 Mauricio’s coaching → https://coachingwithmauricio.com
📚 J Scott’s books → https://www.amazon.com/stores/author/B00KQK5PI6/allbooks
🎥 AJ’s YouTube → https://www.youtube.com/@AJOsborneOfficial
📷 Follow BadAshInvestor → https://www.instagram.com/badashinvestor

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Episode 98: Are We Hitting a Wall? Rising Debt, Bond Market Chaos & the Fed’s Next Move

In this week’s episode of Drunk Real Estate, we dive into the growing storm in the debt markets and what it means for real estate investors, the U.S. economy, and interest rates going forward.

With U.S. debt exploding past $36 trillion, bond auctions failing, and interest payments projected to hit $1 trillion annually, the crew breaks down what’s really happening behind the headlines—and why the Fed may be nearing a breaking point.

We cover:
- Moody’s downgrade and its message to investors
- Why 20- and 30-year bonds are being rejected by the market
- The Fed’s balance sheet roll-off and its unintended consequences
- Could a debt spiral force the Fed to reverse course on QT?
- Why Japan, Germany & global forces are quietly reshaping bond demand
- What the SOFR curve is telling us about long-term rates
- How all of this ties back to commercial real estate, cap rates, and refinance risk

This episode connects the macro puzzle pieces—from treasury stress to real estate fallout—in the way only Drunk Real Estate can.

📩 Get our daily economic newsletter → http://dredaily.com
🧠 Mauricio’s coaching → https://coachingwithmauricio.com
📚 J Scott’s books → https://www.amazon.com/stores/author/B00KQK5PI6/allbooks
🎥 AJ’s YouTube → https://www.youtube.com/@SelfStorageIncome
📷 BadAshInvestor → https://www.instagram.com/badashinvestor

🎙️ Enjoying the show? Leave a review and share it—it helps more than you know!